Les McGuire profile photo
5.00
1 Review

Les McGuire

Future Proof Financial

Gold
14 Yrs Experience
Ballina, NSW 2478

Recent reviews

Future Proof Financial

Suite 1, 274 River St
Ballina, NSW 2478

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Les is amazing"

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Master of Business Administration

Level
9 - Masters Degree
Institution
Australian Institute of Financial Studies
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2009

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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